About this episode
Today
Macro Matters: Yield-Curve Scenarios with BNY’s Granet
The yield curve may continue its steepening trend, with recent flattening just a cyclical retracement, Jason Granet, CIO of BNY says on this Macro Matter’s episode of the FICC Focus podcast series. Granet joins co-hosts Ira Jersey and Will Hoffman of the Bloomberg Intelligence US ... Show More
21m 9s
Yesterday
Credit Crunch: Iran War, Software Rout and Credit a Safe Haven
Credit suffered a software loan wobble and private credit contagion before the war in Iran, but it’s been a safe haven vs. rates and equities since hostilities started. In this Credit Crunch podcast, host Mahesh Bhimalingam, global head of credit strategy at Bloomberg Intelligenc ... Show More
35m 7s
Mar 7
State of Distressed Debt: Moelis’ Murray on Private Credit Workouts
“The goal is to set the company up for longer-term success,” explained Rachel Murray, managing director at Moelis & Co. “If we’re solving quarter-to-quarter, you’re probably not investing in the business as you should; there’s distractions for management, it’s putting more pressu ... Show More
1h 3m
Jun 2022
Robert Rosener: The Continued Rise in Inflation
3m 24s
Mar 2023
Global Data Pod Weekender: You can get there from here
The risk of a meaningful tightening in credit conditions raises the odds of a US recession and potentially a global one as well. However, it is unclear whether the fallout from recent events is a newly-added headwind or a consequence of central banks’ intended slowdown. For now, ... Show More
19m 50s
Feb 2022
Special Episode, Pt. 1: Two Kinds of Inflation
8m 7s
Sep 2022
The Economy's Conflicting Signals
<p>Inflation is higher than it’s been in a generation, but policy makers still have room to maneuver. Philipp Carlsson-Szlezak, BCG’s global chief economist, is concerned about inflation but not yet willing to say the world is in a new era of constantly spiraling prices and colla ... Show More
23m 51s
Feb 2023
The Bigger Worry: Growth or Inflation?
Recession was the big fear heading into 2023, but the global growth outlook seems to be — if anything — improving. But could this better growth outlook in itself reignite inflation concerns? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Jan Hatzius ... Show More
23m 10s
Mar 2023
Global Economy: Central Bank Policy in a Time of Volatility
<p>As markets contend with the recent volatility in the banking sector, global central banks face the challenge of continuing to combat inflation against this updated backdrop. Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.</p><p><br ... Show More
9m 3s
Sep 2023
Seth Carpenter: The ECB, The Fed and Oil Prices
4m 3s
May 2023
Andrew Sheets: The Prospect of a Pause in Rate Hikes
<p>The Federal Reserve pausing on hiking interest rates has historically been good for markets. But given current conditions, history may not repeat itself.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Assets Stra ... Show More
2m 46s
Mar 2022
Mike Wilson: Will Slowing Growth Alter the Fed’s Path?
3m 39s
The Bank of England remains highly data-dependent, re-accelerating to a 50-bp hike "at this particular meeting" given the upside inflation surprises. The wide difference between actual inflation data releases vs. consensus keeps volatility elevated at the front end of the yield curve. The flattening of the curve reflects the risk to growth and increased pric ... Show More
<p>As inflation continues to rise beyond expectations, the Fed is set to meet next week, leaving markets to wonder if an acceleration in rate hikes might be in store this summer.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Robert ... Show More
<p>Inflation has reached levels not seen in years, but there is an important distinction to be made between frictional and cyclical inflation, one that has big implications for central banks this year.</p><p><br></p><p>----- Transcript -----</p><p><strong>Andrew Sheets </strong>W ... Show More
<p>While the ECB followed headline inflation with raised policy rates yet again last week, the Fed meeting this week may be more focused on core inflation and a hiking pause.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Seth Carp ... Show More
<p>This week the market turns to the Federal Reserve as it eyes challenges to growth while remaining committed to combating high inflation with its first rate hike of the tightening cycle.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I ... Show More
